See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,100 | $96,635-87.5% | $86,612-86.0% | $139,434-91.3% |
| Participation rate | 61.5% | 74.4%-12.9pp | 71.7%-10.2pp | 80.3%-18.8pp |
| Annual return | 10.83% | 106.41%-95.6pp | 591.07%-580.2pp | 372.94%-362.1pp |
| Employer contribution / active EE | $702 | $3,263-78.5% | $3,022-76.8% | $4,751-85.2% |
| Participant deferral / active EE | $1,414 | $4,836-70.8% | $4,438-68.1% | $6,710-78.9% |
| Admin fee / account holder | $457 | $6,408-92.9% | $5,614-91.9% | $11,403-96.0% |